KELLY CAPITAL GROUP, LLC

Overview

Kelly Capital Group, LLC is a small independent registered investment adviser operating as a limited liability company that serves both individual/family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals, small businesses and institutions, supplemented by educational seminars and workshops. The firm also conducts insurance brokerage and law firm activities alongside its investment advisory services, which can influence how it integrates insurance and legal planning into client solutions. Investment behavior skews toward equities: the firm reports a clear preference for exchange-traded securities and structures portfolios around publicly traded stocks and ETFs. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements, allowing it to work with a range of client needs and account sizes.

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Location & Offices